Oxford Economics Usa, Inc. And Tourism Economics, Llc 401(k) Plan
Sponsored by Oxford Economics Usa, Inc. And Tourism Economics, Llc · EIN 232620656 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 130
- With balances
- 155
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Compass Ion Advisors, Llc CRD 166418 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass Ion Advisors Llc | Investment advisory (plan) | $37,351 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,955 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $1,929 |
| Atlantic Pension Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,700 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,492 |
| Atlantic Pension Services, Inc. | Contract administrator | $950 |